Creative Planning
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Creative Planning’s First United FUNC Stock Holding History

Creative Planning’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,050
Closed -$45K – 2495
2017
Q2 		$45K Hold
3,050
– – ﹤0.01% 2577
2017
Q1 		$44K Buy
+3,050
New +$44K ﹤0.01% 2553